A detailed history of Wells Fargo & Company transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Wells Fargo & Company holds 4,481 shares of SAMG stock, worth $74,250. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,481
Previous 3,114 43.9%
Holding current value
$74,250
Previous $49,000 40.82%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$14.14 - $15.94 $19,329 - $21,789
1,367 Added 43.9%
4,481 $69,000
Q1 2024

May 10, 2024

BUY
$14.8 - $17.62 $10,019 - $11,928
677 Added 27.78%
3,114 $49,000
Q4 2023

Feb 09, 2024

BUY
$15.58 - $17.8 $8,366 - $9,558
537 Added 28.26%
2,437 $41,000
Q3 2023

Nov 13, 2023

SELL
$15.87 - $22.39 $32,946 - $46,481
-2,076 Reduced 52.21%
1,900 $30,000
Q2 2023

Aug 15, 2023

BUY
$17.54 - $20.95 $37,237 - $44,476
2,123 Added 114.57%
3,976 $80,000
Q1 2023

May 12, 2023

BUY
$15.57 - $20.14 $28,851 - $37,319
1,853 New
1,853 $33,000
Q3 2022

Nov 14, 2022

SELL
$16.3 - $19.94 $1,581 - $1,934
-97 Reduced 37.02%
165 $3,000
Q2 2022

Aug 12, 2022

BUY
$16.41 - $22.54 $3,446 - $4,733
210 Added 403.85%
262 $4,000
Q1 2022

May 16, 2022

SELL
$15.9 - $22.19 $3,975 - $5,547
-250 Reduced 82.78%
52 $1,000
Q4 2021

Feb 14, 2022

BUY
$15.16 - $17.17 $758 - $858
50 Added 19.84%
302 $5,000
Q3 2021

Nov 15, 2021

SELL
$14.31 - $16.89 $42 - $50
-3 Reduced 1.18%
252 $4,000
Q2 2021

Aug 16, 2021

SELL
$13.51 - $17.34 $1.16 Million - $1.49 Million
-85,956 Reduced 99.7%
255 $4,000
Q1 2021

May 13, 2021

BUY
$13.37 - $15.6 $687,271 - $801,902
51,404 Added 147.68%
86,211 $1.24 Million
Q4 2020

Feb 09, 2021

BUY
$10.38 - $14.63 $19,659 - $27,709
1,894 Added 5.75%
34,807 $483,000
Q3 2020

Nov 05, 2020

BUY
$10.3 - $12.95 $74,273 - $93,382
7,211 Added 28.06%
32,913 $344,000
Q2 2020

Aug 13, 2020

BUY
$8.62 - $13.49 $46,504 - $72,778
5,395 Added 26.57%
25,702 $327,000
Q1 2020

May 14, 2020

BUY
$7.32 - $13.05 $148,647 - $265,006
20,307 New
20,307 $192,000

Others Institutions Holding SAMG

About Silvercrest Asset Management Group Inc.


  • Ticker SAMG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 9,911,460
  • Market Cap $164M
  • Description
  • Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...
More about SAMG
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